AWS
BSJN

Atria Wealth Solutions’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Atria Wealth Solutions’s Portfolio BSJN Stock Details BSJN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-164,560
Closed -$3.87M – 2044
2023
Q3 		$3.87M Sell
164,560
-11,023
-6% -$259K 0.05% 354
2023
Q2 		$4.13M Buy
175,583
+12,991
+8% +$306K 0.06% 339
2023
Q1 		$3.83M Buy
162,592
+69,464
+75% +$1.63M 0.06% 333
2022
Q4 		$2.17M Sell
93,128
-3,463
-4% -$80.6K 0.03% 484
2022
Q3 		$2.2M Buy
96,591
+30,271
+46% +$708K 0.04% 447
2022
Q2 		$1.52M Sell
66,320
-24,084
-27% -$572K 0.03% 540
2022
Q1 		$2.22M Buy
+90,404
New +$2.24M 0.04% 458

Other funds holding BSJN

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM